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Farmers & Merchants Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Farmers & Merchants Trust Company’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Hold
23,308
– – 0.53% 40
2025
Q4 		$2.24M Hold
23,308
– – 0.51% 39
2025
Q3 		$2.25M Hold
23,308
– – 0.48% 43
2025
Q2 		$2.14M Buy
23,308
+1,274
+6% +$110K 0.46% 48
2025
Q1 		$1.87M Sell
22,034
-143
-0.6% -$12.8K 0.47% 44
2024
Q4 		$1.96M Buy
22,177
+200
+0.9% +$18.2K 0.49% 42
2024
Q3 		$1.94M Hold
21,977
– – 0.48% 46
2024
Q2 		$1.78M Sell
21,977
-4,589
-17% -$374K 0.46% 45
2024
Q1 		$2.23M Buy
26,566
+226
+0.9% +$17.9K 0.55% 40
2023
Q4 		$2.05M Buy
26,340
+26
+0.1% +$1.85K 0.54% 41
2023
Q3 		$1.82M Buy
26,314
+27
+0.1% +$1.97K 0.54% 41
2023
Q2 		$1.92M Buy
26,287
+27
+0.1% +$1.88K 0.51% 40
2023
Q1 		$1.84M Sell
26,260
-2,644
-9% -$187K 0.51% 42
2022
Q4 		$1.95M Buy
28,904
+2,518
+10% +$170K 0.55% 42
2022
Q3 		$1.64M Hold
26,386
– – 0.51% 42
2022
Q2 		$1.71M Buy
26,386
+118
+0.4% +$8.4K 0.52% 41
2022
Q1 		$2.05M Sell
26,268
-1,439
-5% -$111K 0.53% 36
2021
Q4 		$2.3M Buy
27,707
+255
+0.9% +$20.9K 0.56% 37
2021
Q3 		$2.15M Buy
27,452
+210
+0.8% +$16.8K 0.56% 38
2021
Q2 		$2.16M Buy
27,242
+219
+0.8% +$17K 0.59% 37
2021
Q1 		$2M Buy
27,023
+15,413
+133% +$1.11M 0.67% 36
2020
Q4 		$796K Hold
11,610
– – 0.29% 67
2020
Q3 		$666K Sell
11,610
-10
-0.1% -$569 0.27% 70
2020
Q2 		$623K Hold
11,620
– – 0.28% 71
2020
Q1 		$502K Buy
11,620
+122
+1% +$6.71K 0.27% 73
2019
Q4 		$686K Buy
11,498
+1,500
+15% +$86.1K 0.29% 70
2019
Q3 		$559K Sell
9,998
-18
-0.2% -$1.01K 0.25% 78
2019
Q2 		$560K Hold
10,016
– – 0.25% 77
2019
Q1 		$540K Hold
10,016
– – 0.25% 79
2018
Q4 		$466K Buy
+10,016
New +$505K 0.23% 84

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farmers & Merchants Trust Company's IWR Position: Q1 2026 in Review

Farmers & Merchants Trust Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 23,308 shares worth $2.27M. The position accounts for 0.53% of the portfolio, ranked #40.

Farmers & Merchants Trust Company first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.3M in Q4 2021. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Farmers & Merchants Trust Company held 23,308 shares of iShares Russell Mid-Cap ETF worth $2.27M as of Q1 2026.
  • Farmers & Merchants Trust Company left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.53% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #40 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Farmers & Merchants Trust Company's iShares Russell Mid-Cap ETF position peaked at $2.3M in Q4 2021.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.